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Schwab Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
76
CVA Family Office
Colorado
$63.1K +$256 +10 +0.4%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$31.9K +$32.3K +1,258 New
AF
78
Allworth Financial
California
$28.9K +$29.5K +1,150 New
LFG
79
Larson Financial Group
Missouri
$25.6K +$51 +2 +0.2%
AWM
80
AE Wealth Management
Kansas
$24.6K +$19.8K +774 +395%
CA
81
Continuum Advisory
Idaho
$20.3K
AIM
82
Anchor Investment Management
South Carolina
$15.2K +$15.4K +600 New
CIA
83
Cape Investment Advisory
Georgia
$12.9K +$77 +3 +0.6%
RTL
84
Red Tortoise LLC
Georgia
$10.5K +$51 +2 +0.5%
ACA
85
Aptus Capital Advisors
Alabama
$5.2K
PK
86
Pflug Koory
Nebraska
$312
CIAS
87
Capital Investment Advisory Services
North Carolina
$101 -$19K -740 -99%
CSIA
88
Carl Stuart Investment Advisor
Texas
-$1.42M -55,424 Closed
SAG
89
SageView Advisory Group
California
-$1.02M -39,734 Closed
BWM
90
BCO Wealth Management
New Mexico
-$722K -28,101 Closed
BB
91
Bell Bank
North Dakota
-$298K -11,608 Closed
LWA
92
LifeGoal Wealth Advisors
New York
-$229K -8,920 Closed
HighTower Advisors
93
HighTower Advisors
Illinois
-$206K -8,009 Closed
EW
94
Element Wealth
Mississippi
-$189K -7,350 Closed
AWM
95
Avior Wealth Management
Nebraska
-$146K -5,686 Closed
Truist Financial
96
Truist Financial
North Carolina
-$275K -5,275 Closed
EWM
97
EPG Wealth Management
Georgia
-$19.3K -750 Closed
UBS Group
98
UBS Group
Switzerland
-$1.08K -42 Closed
Morgan Stanley
99
Morgan Stanley
New York
-$59 -2 Closed